Key Takeaways:- The U.S. shift from a formal sovereign wealth fund to the improvised National Economic Security Fund (NESF) pushes structural and political risks onto Korea, despite its unprecedented $350 billion investment pledge.- Because NESF is an executive-driven mechanism with weak governance and wide U.S. discretion, Korean capital may be funneled primarily toward U.S. supply-chain priorities with limited...

Key Takeaways:- The United States is reengineering global supply chains to restore strategic autonomy, replacing market-led globalization with a state–private framework.- This new order rests on three pillars: containment (curbing China-linked dependence), co-production (integrating allies like Australia, Japan, and Korea), and co-ownership (direct U.S. state investment in critical sectors).- The result is a bifurc...

Key Takeaways -      Korea’s investment relationship with the US has grown significantly, surpassing China, highlighting the centrality of the ROK–US economic alliance. -      Effective incentives, coordinated industrial roadmaps, and long-term policy certainty are essential to sustain investment and strengthen bilateral economic ties. -  ...